Position in EXC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$543,115
+$91,940 QoQ
Shares Held
11,650
+26.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#640
of 1,279 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EXC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Advisory Services Network, LLC holds $76,028,809 across 29 Utilities - Regulated Electric names. EXC ranks #18 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
180,010 | $15,799,468 | |
| 2 | SO |
Southern Co
|
120,975 | $11,578,511 | |
| 3 | DUK |
Duke Energy CORP
|
79,942 | $10,119,049 | |
| 4 | ETR |
Entergy Corp /De/
|
49,335 | $5,666,613 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
46,972 | $5,484,913 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
47,103 | $3,822,874 | |
| 7 | FE |
Firstenergy Corp
|
59,696 | $2,837,942 | |
| 8 | EVRG |
Evergy, Inc.
|
31,255 | $2,701,364 |
All Filings in EXC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,115 | 11,650 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $451,175 | 9,204 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $297,583 | 6,827 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $358,094 | 7,956 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $347,528 | 8,004 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $308,409 | 6,693 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $253,088 | 6,724 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $282,710 | 6,972 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $241,297 | 6,972 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $262,912 | 6,998 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $251,119 | 6,995 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $327,599 | 8,669 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $297,930 | 7,313 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $474,361 | 11,324 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $532,158 | 12,310 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $708,105 | 18,903 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $779,320 | 17,196 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $736,072 | 15,454 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $587,072 | 10,164 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $413,353 | 8,551 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $356,872 | 8,054 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $331,768 | 7,585 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $341,938 | 8,099 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $322,303 | 9,013 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $177,460 | 4,821 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||